JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$12.5B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$6.01B |
| 3 |
Johnson & Johnson
JNJ
|
+$4.47B |
| 4 |
Exxon Mobil
XOM
|
+$4.38B |
| 5 |
Wells Fargo
WFC
|
+$4.14B |
Top Sells
Sector Composition
| 1 | Financials | 13.66% |
| 2 | Healthcare | 10.44% |
| 3 | Technology | 9.97% |
| 4 | Energy | 9.44% |
| 5 | Consumer Discretionary | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Sumitomo Mitsui Financial
SMFG
$107B
| $17.4M | 0.01% |
+1,890,502
| New | +$17.4M |
|
1202
Revvity
RVTY
$9.95B
| $17.4M | 0.01% |
+534,672
| New | +$17.4M |
|
|
PMT
1203
PennyMac Mortgage Investment
PMT
$1.08B
| $17.3M | 0.01% |
+823,691
| New | +$17.3M |
|
1204
ENI
E
$52.6B
| $17.3M | 0.01% |
+421,121
| New | +$17.3M |
|
|
CMRX
1205
DELISTED
Chimerix, Inc.
CMRX
| $17.2M | 0.01% |
+709,841
| New | +$17.2M |
|
1206
iShares National Muni Bond ETF
MUB
$39.5B
| $17.2M | 0.01% |
+163,507
| New | +$17.2M |
|
|
ET
1207
DELISTED
EXACTTARGET INC COM STK (DE)
ET
| $17.1M | 0.01% |
+507,693
| New | +$17.1M |
|
1208
City Holding Co
CHCO
$1.83B
| $17.1M | 0.01% |
+438,003
| New | +$17.1M |
|
1209
Greif
GEF
$3.6B
| $17M | 0.01% |
+322,448
| New | +$17M |
|
1210
Idacorp
IDA
$6.79B
| $17M | 0.01% |
+355,509
| New | +$17M |
|
1211
Avista
AVA
$2.96B
| $17M | 0.01% |
+628,099
| New | +$17M |
|
1212
Starwood Property Trust
STWD
$7.56B
| $16.9M | 0.01% |
+848,031
| New | +$16.9M |
|
1213
Ryanair
RYAAY
$31.7B
| $16.9M | 0.01% |
+799,722
| New | +$16.9M |
|
1214
SpartanNash
SPTN
$898M
| $16.9M | 0.01% |
+916,097
| New | +$16.9M |
|
1215
Robert Half
RHI
$3.7B
| $16.8M | 0.01% |
+506,824
| New | +$16.8M |
|
1216
Honda
HMC
$44.3B
| $16.8M | 0.01% |
+451,967
| New | +$16.8M |
|
|
PL
1217
DELISTED
PROTECTIVE LIFE CORP
PL
| $16.8M | 0.01% |
+437,862
| New | +$16.8M |
|
|
TECD
1218
DELISTED
Tech Data Corp
TECD
| $16.7M | 0.01% |
+355,666
| New | +$16.7M |
|
|
AHGP
1219
DELISTED
Alliance Holdings GP,L.P.
AHGP
| $16.7M | 0.01% |
+262,558
| New | +$16.7M |
|
1220
Ashland
ASH
$2.5B
| $16.7M | 0.01% |
+409,374
| New | +$16.7M |
|
1221
Wolfspeed
WOLF
$294M
| $16.7M | 0.01% |
+261,031
| New | +$16.7M |
|
|
WMS
1222
DELISTED
WMS INDS INC
WMS
| $16.6M | 0.01% |
+651,210
| New | +$16.6M |
|
1223
CarMax
KMX
$9.19B
| $16.6M | 0.01% |
+359,855
| New | +$16.6M |
|
1224
Coeur Mining
CDE
$9.88B
| $16.6M | 0.01% |
+1,246,508
| New | +$16.6M |
|
|
MPVD
1225
DELISTED
Mountain Province Diamonds Inc.
MPVD
| $16.6M | 0.01% |
+3,312,561
| New | +$16.6M |
|